Introducing our extended financial advice services

At Chapmans we are committed to providing our clients with the highest level of financial planning services possible. This means creating opportunities that will get your money working harder for you, and this is why we have introduced extended financial advice services to all our customers, to help you realise your financial goals.

To do this, we have partnered with the leading authority in a range of specialized financial planning services, Country Wide Wealth, a local financial planning practice to provide you with a more holistic approach to all your financial needs.

The extended financial advice services that you get access to through Country Wide Wealth include:

Wealth creation strategies and investment advice

Retirement planning

Superannuation planning

Addressing your risk & insurance needs

Self-Managed Super Fund investment strategy and product advice

Estate planning and updating your will

Home Loans and Debt management

We offer an obligation-free consultation to start you on the path to taking charge of your finances.

These extended financial advice services will complement our existing taxation and accounting services for individuals and for businesses, including:

Taxation planning, returns and advice

Accounting and bookkeeping

Business management, including establishment, planning, budgeting and auditing

Self Managed Super Funds, establishment and administration

We look forward to continuing our relationship with you, and helping you to achieve all your financial goals.

If you would like more information, or would like an appointment, please contact the office on (02) 4396 4322.

Benefits To Working With Us

There are significant benefits to you in taking advantage of our extended financial advice services and financial planning packages. The more we get to know you and your financial position, the deeper and more effective the advice that we can provide you. By coming to us and our partner, Country Wide Wealth, we are able to build a comprehensive understanding of your financial position, and then help you make the best decisions for your future.